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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,107 | $97,729+5.5% | $83,830+23.0% | $135,379-23.8% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -8.68% | 1287.52%-1296.2pp | 850.97%-859.7pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,525 | $4,222-40.2% | $3,631-30.5% | $4,779-47.2% |
| Participant deferral / active EE | $3,423 | $4,683-26.9% | $4,082-16.2% | $5,609-39.0% |
| Admin fee / account holder | $532 | $6,674-92.0% | $5,479-90.3% | $10,828-95.1% |